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ALPS ADVISORS INC: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALPS ADVISORS INC on PM, newest first. How the timeline and the estimate are built.

ALPS ADVISORS INC held 61,777 PM shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,777 shares
    Change vs previous 13F +36,540 shares

    0.05% of the 13F portfolio, value $11,176,077.

    13F-HR 0001398344-26-013014 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 25,237 shares
    Change vs previous 13F -1,879 shares

    0.02% of the 13F portfolio, value $4,172,686.

    13F-HR 0001398344-26-008816 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,116 shares
    Change vs previous 13F -147,857 shares

    0.03% of the 13F portfolio, value $4,349,406.

    13F-HR 0001398344-26-002827 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 174,973 shares
    Change vs previous 13F +6,096 shares

    0.16% of the 13F portfolio, value $28,380,621.

    13F-HR 0001398344-25-020370 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 168,877 shares
    Change vs previous 13F -31,909 shares

    0.18% of the 13F portfolio, value $30,757,568.

    13F-HR 0001398344-25-014895 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 200,786 shares
    Change vs previous 13F -31,912 shares

    0.18% of the 13F portfolio, value $31,870,762.

    13F-HR 0001398344-25-008194 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 232,698 shares
    Change vs previous 13F -484 shares

    0.18% of the 13F portfolio, value $28,005,205.

    13F-HR 0001398344-25-002624 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 233,182 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $28,308,295.

    13F-HR 0001398344-24-020485 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).